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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
951
Freestone Capital Holdings
Washington
$520K +$40.3K +212 +9%
CA
952
CGN Advisors
Kansas
$519K +$146K +771 +41%
LA
953
LexAurum Advisors
Kansas
$515K +$13.9K +73 +3%
TCA
954
Trifecta Capital Advisors
Illinois
$514K +$570 +3 +0.1%
WF
955
Welch & Forbes
Massachusetts
$513K – – –
LWM
956
LJI Wealth Management
Indiana
$510K +$190 +1 +0%
EWM
957
Executive Wealth Management
Michigan
$509K +$491K +2,584 New
PWPS
958
Pinnacle Wealth Planning Services
Ohio
$508K -$107K -561 -18%
SSW
959
Stone Summit Wealth
Florida
$505K -$190 -1 -0%
PGF
960
Plan Group Financial
Oklahoma
$503K -$590K -3,105 -55%
IRAG
961
Investment Research & Advisory Group
Georgia
$502K – – –
E
962
ETFidea
New York
$502K -$38.2K -201 -7%
AC
963
Apella Capital
Connecticut
$500K +$4.18K +22 +0.9%
GI
964
GAMMA Investing
California
$495K – – –
CWS
965
Confluence Wealth Services
Pennsylvania
$494K -$18.8K -99 -4%
HNWAG
966
High Net Worth Advisory Group
Florida
$493K – – –
NRC
967
New Republic Capital
North Carolina
$491K -$760 -4 -0.2%
SG
968
StoneX Group
New York
$487K +$13.9K +73 +3%
4WM
969
4J Wealth Management
Virginia
$486K – – –
SW
970
SkyOak Wealth
Michigan
$484K – – –
LJAC
971
L.J. Altfest & Co
New York
$484K +$1.14K +6 +0.2%
VWA
972
Visionary Wealth Advisors
Illinois
$484K -$190 -1 -0%
EPA
973
Element Pointe Advisors
Florida
$481K – – –
ECA
974
Elevated Capital Advisors
Utah
$481K +$463K +2,439 New
FCB
975
First County Bank
Connecticut
$480K +$78.1K +411 +20%
37 38
39
40 41